Recently, the China Nonferrous Metals Industry Association Silicon Branch (hereinafter referred to as “Silicon Branch”) released data show that this week, polysilicon market prices are relatively stable overall. N-type re-throwing the average price of 41,700 yuan / ton, N-type particles of silicon average price of 39,000 yuan / ton, the average price of P-type polysilicon 3.40 million yuan / ton. million yuan / ton. It is reported that this week, polysilicon only the head of a few enterprises have batch transactions, the rest of the enterprises are still mainly to implement the previous order, the new single signed less.
Price, only a small number of enterprises part of the order price increase transaction, the silicon industry will judge, local price increases at this stage has not been widely spread to other enterprises, and enterprises to follow the difficulty of reaching a consensus price increases still need some time. In addition, as of now, all of China's polysilicon enterprises in production are basically in a reduced load operation. At this stage, the head of enterprises and other enterprises in the market perception of the situation appeared larger differences, is expected to next market prices will continue for a period of stalemate game, enterprise transaction price differences have increased tendency.
According to the observation of industry organization InfoLink, there is still a certain wait-and-see mood in the market, and the game of silicon price increase will continue, and we need to observe the strategy changes of both buyers and sellers as well as the market changes. This week, some of the executed orders have slightly increased prices relative to the past, and the upper and lower limits of the silicon material transaction prices have been moving upwards, but the acceptance of the downstream is limited, and the batch transactions have not yet appeared.
Silicon wafer prices also ran stable this week, of which, N-type G10L monocrystalline silicon wafer transaction average price stabilized at 1.18 yuan / piece; N-type G12R monocrystalline silicon wafer transaction average price stabilized at 1.3 yuan / piece; N-type G12 monocrystalline silicon wafer transaction average price stabilized at 1.55 yuan / piece.
From the supply and demand situation, the supply side, February silicon wafer production is expected to be about 44GW, compared with January ring a slight decline, a line of enterprises have again adjusted the start rate is expected. According to statistics, this week, two first-tier enterprises to maintain the start rate of 50% and 55%, respectively, integrated enterprises to maintain the start rate of 60%-80%, the rest of the enterprises to maintain the start rate of 40%-80%.
Silicon industry branch judgment, the current wafer enterprises still have some inventory in hand, individual size due to the supply of large adjustments is a normal phenomenon, the market as a whole to maintain the state of de-inventory, so wafer prices are unlikely to change significantly.
InfoLink mentioned that this week, industry self-regulation continued to ferment, the association updated the total quota and the allocation of each enterprise. As the market operation is gradually standardized, the price trend of silicon wafers will be affected by the implementation strength of enterprises, and the subsequent price is expected to maintain stable development.
Battery, this week, P-type M10 cell average price remained at 0.33 yuan / W, N-type M10 cell average price this week flat at 0.29 yuan / W, N-type G12R, G12 cell average price remained flat at 0.28 yuan / W and 0.295 yuan / W.
Looking forward to the subsequent price trend, InfoLink believes that policy factors are gradually fermenting, terminal demand and battery supply are respectively affected by the marketization of new energy feed-in tariffs, industry self-regulatory agreements and other factors, and also need to consider the changes in supply and demand of various sizes, for example, the short-term demand for G12R-size battery cells has not yet seen a significant increase in the upstream price drop, the size of the battery cell prices may be loosened down again. Overall, due to March orders, upstream and downstream scheduling is still not completely clear, the current battery manufacturers wait-and-see mood is strong, the price of other links to the game may also be more intense, the possibility of stable development of subsequent battery prices is expected to be higher.
The most concerned is the component link, InfoLink data show that the recent spot market and centralized projects are stable, newly signed orders have not yet been fully settled, component manufacturers once again raise the offer, however, the recent delivery is flat, the price increase still needs time to brew.
Specifically, this week, TOPCon component price execution delivery of about 0.6 yuan / W - 0.70 yuan / W, low price of 0.6 yuan / W - 0.65 yuan / W price range gradually shrinking. The rest of the product specification selling price, 182 PERC double-glass module price range of 0.6 yuan / W - 0.68 yuan / W, HJT module prices between 0.69 yuan / W - 0.85 yuan / W, large project price bias in the middle and low price range of 0.7 yuan / W - 0.8 yuan / W between. For BC, the part of N-TBC, the current price is between 0.68 Yuan/W-0.79 Yuan/W.
